OAKMONT Corp
Los Angeles CA · SEC CIK 0000924171
$5.26亿2026Q1 申报市值
31持仓数
89.8%前十大占比 · 第一大 15.6%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$395.85万
MSFT 加仓+$251.60万
SPY 加仓+$226.58万
AMZN 加仓+$165.01万
BKSY 新建仓+$133.95万
2026Q1 卖出最多 按季末市值估算
BLACKSKY TECHNOL 清仓-$112.14万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | $8,212.46万 | 15.60% | 394,318 | 7,923 | 2.1% | $165.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,585.21万 | 12.51% | 177,897 | 6,797 | 4.0% | $251.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $6,229.11万 | 11.83% | 124,667 | 2,488 | 2.0% | $124.32万 | 加仓 |
| AAPL | APPLE INC | $5,040.55万 | 9.57% | 198,611 | 3,685 | 1.9% | $93.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,966.02万 | 9.43% | 284,749 | 22,698 | 8.7% | $395.85万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $3,689.05万 | 7.01% | 56,725 | 3,484 | 6.5% | $226.58万 | 加仓 |
| SPGI | S&P GLOBAL INC | $3,574.43万 | 6.79% | 84,037 | 2,612 | 3.2% | $111.10万 | 加仓 |
| WMT | WALMART INC | $3,201.69万 | 6.08% | 257,619 | 5,132 | 2.0% | $63.78万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $3,046.79万 | 5.79% | 26,289 | 479 | 1.9% | $55.51万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,751.93万 | 5.23% | 169,412 | 2,954 | 1.8% | $47.98万 | 加仓 |
| FICO | FAIR ISAAC CORP | $2,683.48万 | 5.10% | 25,137 | 870 | 3.6% | $92.88万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $2,263.49万 | 4.30% | 22,716 | 581 | 2.6% | $57.89万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $133.95万 | 0.25% | 53,239 | 53,239 | — | $133.95万 | 新建仓 |
| GOOGL | ALPHABET INC- CL A | $54.23万 | 0.10% | 1,886 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC- CL C | $54.04万 | 0.10% | 1,884 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $33.94万 | 0.06% | 1,032 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $27.20万 | 0.05% | 1,410 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $16.41万 | 0.03% | 677 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $16.01万 | 0.03% | 1,459 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $9.96万 | 0.02% | 2,258 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $9.91万 | 0.02% | 176 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $7.96万 | 0.02% | 1,413 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $7.82万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $7.09万 | 0.01% | 1,455 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $6.97万 | 0.01% | 198 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $5.43万 | 0.01% | 705 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $4.37万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.50万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $3.29万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTH CORP | $3.16万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS INC | $1,509 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| — | BLACKSKY TECHNOLOGY INC | $0 | 0.00% | 0 | -59,809 | -100.0% | -$112.14万 | 清仓 |